Not VUL specific, but definitely on topic.
Some talk at the moment about Li over-supply later this decade. I was dubious when I heard this and I think Jordan's new video from Limiting Factor supports my scepticism. It also includes a fairly decent sodium ion battery projection scenario basically saying even if the chemistry plays out and is a cost-effective and viable alternative, especially for grid storage, it will be the input supply chain issues that will be the challenge.
This is part 4 in his current series. I'd recommend at least also watching Part 3, Beating the forecast.
VUL megathread, page-6316
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